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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,226 | $65,555-61.5% | $86,216-70.7% | $75,173-66.4% |
| Participation rate | 58.0% | 60.5%-2.5pp | 69.0%-11.0pp | 67.2%-9.2pp |
| Annual return | 17.60% | 46.07%-28.5pp | 1169.42%-1151.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,627 | $1,553+4.8% | $2,382-31.7% | $2,671-39.1% |
| Participant deferral / active EE | $5,698 | $3,023+88.5% | $3,986+42.9% | $4,126+38.1% |
| Admin fee / account holder | $494 | $5,469-91.0% | $6,853-92.8% | $5,651-91.3% |